Purchases and Sales Made in Q1 2023 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q1 2023. The information is specifically focused on institutions that hold shares of MCKESSON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
46+ 1.88% |
$15.4K - $17.8K
|
2.49K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
45+ 1.17% |
$15.1K - $17.4K
|
3.9K
$2.05M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
42+ 0.34% |
$14.1K - $16.2K
|
12.3K
$6.45M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
40+ 21.62% |
$13.4K - $15.4K
|
225
$118K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
39+ 0.71% |
$13.1K - $15.1K
|
5.57K
$2.93M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 10.86% |
$13.1K - $15.1K
|
398
$209K
|
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
38+ 0.39% |
$12.7K - $14.7K
|
9.67K
$5.09M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
35+ 1.97% |
$11.7K - $13.5K
|
1.81K
$951K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
35+ 0.99% |
$11.7K - $13.5K
|
3.57K
$1.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
34+ 3.73% |
$11.4K - $13.1K
|
946
$498K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
32+ 12.31% |
$10.7K - $12.4K
|
292
$154K
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
31+ 1.05% |
$10.4K - $12K
|
2.98K
$1.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
29+ 2.62% |
$9.73K - $11.2K
|
1.14K
$597K
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
29+ 1.13% |
$9.73K - $11.2K
|
2.59K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
29+ 4.79% |
$9.73K - $11.2K
|
634
$333K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
28+ 2.87% |
$9.39K - $10.8K
|
1.01K
$529K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
28New |
$9.39K - $10.8K
|
28
$14.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
27+ 3.54% |
$9.05K - $10.4K
|
789
$415K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
27+ 0.73% |
$9.05K - $10.4K
|
3.73K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
27+ 2.75% |
$9.05K - $10.4K
|
1.01K
$530K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
25+ 1.52% |
$8.38K - $9.65K
|
1.68K
$881K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
24+ 6.25% |
$8.05K - $9.27K
|
408
$215K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
23+ 0.59% |
$7.71K - $8.88K
|
3.95K
$2.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
21+ 5.16% |
$7.04K - $8.11K
|
428
$225K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$7.04K - $8.11K
|
21
$11K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
20+ 0.42% |
$6.71K - $7.72K
|
4.78K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
19+ 2.26% |
$6.37K - $7.34K
|
860
$452K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18+ 58.06% |
$6.04K - $6.95K
|
49
$25.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
18+ 0.41% |
$6.04K - $6.95K
|
4.41K
$2.32M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
18+ 0.86% |
$6.04K - $6.95K
|
2.12K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
18+ 60.0% |
$6.04K - $6.95K
|
48
$25.2K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18+ 0.71% |
$6.04K - $6.95K
|
2.57K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17+ 1.05% |
$5.7K - $6.56K
|
1.64K
$864K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
16+ 0.57% |
$5.37K - $6.18K
|
2.8K
$1.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
16+ 2.12% |
$5.37K - $6.18K
|
769
$404K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 1.94% |
$5.03K - $5.79K
|
788
$414K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
15New |
$5.03K - $5.79K
|
15
$7.89K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
15+ 2.52% |
$5.03K - $5.79K
|
610
$321K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
15+ 13.04% |
$5.03K - $5.79K
|
130
$68.4K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14+ 5.67% |
$4.69K - $5.4K
|
261
$137K
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
13New |
$4.36K - $5.02K
|
13
$6.84K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.07% |
$4.36K - $5.02K
|
17.6K
$9.24M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13+ 185.71% |
$4.36K - $5.02K
|
20
$10.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 37.5% |
$4.02K - $4.63K
|
44
$23.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10+ 0.41% |
$3.35K - $3.86K
|
2.47K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
10+ 18.52% |
$3.35K - $3.86K
|
64
$33.7K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
10+ 34.48% |
$3.35K - $3.86K
|
39
$20.5K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
10+ 1.36% |
$3.35K - $3.86K
|
746
$392K
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
9New |
$3.02K - $3.47K
|
9
$4.73K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
9+ 0.28% |
$3.02K - $3.47K
|
3.21K
$1.69M
|